The Goal: Organize the questions on a form or survey by creating sections, so you can group related custom questions under clearly labeled headings.
Before You Begin:
- You need staff permission to manage forms and surveys.
- Have the form or survey you want to organize already created. Your forms and surveys are available from Marketing & Communication, Communication section, click Forms/Surveys.
To better organize the questions you wish to ask on your form, you can create sections. Once sections are created, you can add custom questions to the specified sections.
Step-by-Step Instructions
- In the Forms module, click on the Name of the form you are editing.
Click the Manage Sections button.
If no sections have been defined, or if you need to add a new one, click the Add New Section button.
In the Add Form Section window:
- Enter a Name for the section.
- Enter a Description of the section (optional).
- Click Done.
Sections may be moved into a different order by clicking and dragging the arrow handle
next to the Section Names into the order you choose.
- Add additional sections as needed and click Done on the Form Section Setup screen when all sections have been added.
Common Pitfalls
- Forgetting to click Done: Sections are only saved when you click Done in the Add Form Section window and again on the Form Section Setup screen. Closing out early loses your new sections.